Win tomorrow’s fund sale with the most complete and accurate
distribution data on the UK investment market
In our newly available report, we dive deep into our industry leading data, to help you understand the growing importance of model portfolio sales within the UK retail channel.
Uncover the full UK retail distribution landscape to propel your sales, marketing and product strategies
We collect exclusive contact, fund flows and holdings data monthly to create an aggregated view of the whole UK investment market. These are then mapped back to the individual outlet in which they occurred creating the most complete and accurate view you need to succeed in the UK financial intermediary market.